Justy Kuruvilla

Justy Kuruvilla

Financial Planner

B.Comm. (Hons)

CFP®

Working together to achieve the financial goals that matter to you most

Contact me

Phone

Office

(905) 456-5122

Office Location

96 Clementine Dr Brampton, ON L6Y0L8. map

See Additional Office Locations

I have been working in the financial services industry since 2015.  Prior to taking on the role of Financial Planner, I was a Financial Planner-Associate in Toronto. During the last 8 years, I have focused exclusively on financial planning and fostering strong client relationships.
 

I am a Certified Financial Planner® and  I hold a B.com (Hons) degree from University of Delhi and a Post graduate Degree in Financial Planning Services from Conestoga College.
 

I look forward to working with you to help you achieve your personal financial goals.

Certificates

B.Comm. (Hons)

CFP®

Languages

Punjabi

English

Hindi

Malayalam

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

What To Expect From TD Wealth Financial Planning

As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.

A Powerful Combination Of Experience And Resources

Supporting you is a team of professionals, specializing in economic analysis, taxes, and law. TD Wealth Financial Planning is the link between you and these valuable resources. This means your financial planning needs can be coordinated through one trusted individual.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

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